Introduction
This article provides an overview of the data flow between Workpapers Sorted, Xero Practice Manager (XPM) and Xero Ledger
Workpapers Sorted is a tax workpaper preparation and management platform that integrates with Xero Practice Manager, and Xero Ledger to streamline tax workpaper processes.
Xero Practice Manager (XPM) is a practice management solution that handles client details and practice-related information.
Xero Ledger is an accounting platform where financial data is recorded and stored.
Summary of Dataflow
Xero Practice Manager to Workpapers Sorted: Client details synchronisation.
Workpapers Sorted to Xero Practice Manager: Relationship details update.
Xero Ledger to Workpapers Sorted: Financial data retrievals like balance sheet, profit and loss account, trial balance, general ledger, and journal report.
Workpapers Sorted to Xero Ledger: Journal entries submission.
Understanding these dataflows is crucial for ensuring that all systems work together seamlessly, reducing the risk of errors, and enhancing the efficiency of your tax workpaper processes.
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